Configuring Work Item Status Rollup Rules

Updated on 2025-01-17 GMT+08:00

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Configure automation rules for your project to specify how a parent work item transitions to a specific status based on its child work item status. Once an automation rule is enabled, it can be triggered by all user operations that meet the conditions in the project.

Prerequisites

A Scrum project is available, and you have permission to set automation rules for the project.

Procedure

Access the CodeArts Req homepage.
Go to a Scrum project and choose Settings > Work.
In the navigation pane, choose Automation. Then click Create to create an automation rule.

Figure 1 Automation

NOTE:

You can configure a rule to close the parent after a feature, story, task, or bug is completed. The configuration is the same for all these work item types. For details, see the configuration process for stories.
In the Select Rule Template dialog box, select Close parent workitem after Story completes and click Yes.

Figure 2 Rule configuration dialog box 01
Configure the trigger, condition, and action by referring to the following figure, and click OK.

Figure 3 Rule configuration dialog box 02
Click to enable the configured rule.
Go to the Work > Work Items page, select an unclosed feature and its child work items, and change the status of all child work items to Closed.
- If all child work items of the parent item meet the rule condition and the target status of the parent item supports transition, the rule is applied.
- If the parent item has any child work items that do not meet the rule condition, when the rule is triggered, a record indicating no operation performed is generated and the parent item status is not transitioned.
- If there is no parent item, when the rule is triggered, a record indicating that no operation is performed is generated and the parent item status is not transitioned.
- If the parent item transition status configured in the rule does not support transition, when the rule is triggered, a record indicating an execution error is generated and the parent item status is not transitioned.
Go to the work item list. The feature status is automatically updated to Rejected, and an automation rule operation record is added to the Operation History page on the work item details page.
Go to 3 and click (enabled or not) on the right of Close parent workitem after Story completes to disable the configured rule.
Go to 7 and then access the work item list again.
- The status of features is not automatically updated.
- No operation records related to the automation rule appear on the operation history tab of the work item details page.